Technical Administrator

$44,307 yearly
  • CV Library
  • Bladon, Oxfordshire
  • Mar 22, 2024
Permanent Location: Office

Job Description

My client in Witney is currently in need of a Technical Administrator due to expansion. My client is looking to recruit an experienced Administrator, with a proven history, who can work as part of the existing Administrative team supporting Clients, Paraplanners and Financial Planners. This is a varied and interesting role that sits within the back-office function of the business to provide administrative support and liaise with clients of the firm. Ideally suited to someone with knowledge of the financial services industry, in particular those with recent experience working in administration within a financial planning practice. Key aspects of the role will include: * Maintenance of the back-office system to include compliance and fact find documentation * Communication with clients * Execution of client instructions, contract notes and policy documents * Assisting fellow team members when needed and where there is capacity to do so * Effective communication with product providers to track business through to completion * Contacting third party providers * Those with experience of Investment wrap platforms and Intelligent Office would have an advantage * The role will be office based. About you: * This role will only be suitable for a Financial Administrator with at least 3+ years of experience. * Those with experience of Investment wrap platforms and Intelligent Office would have an advantage * Study support is available if you are studying or wish to study toward CII Diploma (DipPFS or DipFA) * Strong communication skills * Great organisational skills and time management * Flexible and ‘can do’ attitude Benefits: * Working as part of an ever growing friendly team for an ever expanding Financial Planning practice * Pension contributions, life assurance and income protection * Study support for any relevant exams you are currently undertaking or planning to * Company pension * Life insurance * On-site parking Location: Witney Salary: £35,000 Please respond with an up to date CV to be considered In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $44,307 to a maximum of $44,307. In British Pounds it has a minimum of £35,000 to a maximum of £35,000. In Australian Dollars it has a minimum of $67,422 to a maximum of $67,422.


Governance and Control (for team members)

Everybody from the CEO to the newest intern plays an important role towards supporting governance and control. During this course participants will learn governance risk management compliance treasury and closing the books.

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Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

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Relationship Building

Relationships are at the heart of everything you do and are a fundamental component of your success. This course will teach you how to build brand new relationships from scratch and apply proven techniques to turn these individuals into your biggest supporters.

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Personal Effectiveness

Recent studies show that finance team members with high levels of personal effectiveness earn significantly more than their less-effective counterparts and progress far quicker through their careers. This course teaches you to set priorities organize your time and resources and stay focused on achieving your goals to a high standard.

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Operational Driver

Modern-day CFOs are taking on ever-increasing operational responsibilities including Finance HR IT Legal Procurement Payroll and Facilities. This course teaches you how to lead these functions effectively and also proven methodologies to become a strong operational driver throughout the business.

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Soft Skills

Research shows that soft skills contribute towards 80% of your career success and this is arguably even more the case for finance leaders. This course teaches you how the best finance leaders communicate effectively with their team build bridges between each department and develop trusted relationships with key stakeholders.

For more information visit: Courses Overview